ROBERT A AND LYNN I DONEFF FOUNDATION INC: Form 990PF, tax year 2019

View the entire original 990 at ProPublica ↗

Organization
ROBERT A AND LYNN I DONEFF FOUNDATION INC (EIN 39-1858063)
Tax period
2019-01-01 to 2019-12-31
Filed
2020-05-29
IRS object ID
202031509349100908
Schema version
2019v5.1
Source
Download XML · Original 990 at ProPublica

Every field in the e-filed return. Faint text is the IRS element name, for citing.

Return header ReturnHeader

FieldValueIRS element (for citing)
Return2020-05-29T13:12:17-04:00ReturnTs
Tax Period End2019-12-31TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

FieldValueIRS element (for citing)
Preparer Firm EIN391430424PreparerFirmEIN

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1LAKESHORE ACCOUNTING INCBusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line1115 E WALDO BLVDAddressLine1Txt
CityMANITOWOCCityNm
State AbbreviationWIStateAbbreviationCd
ZIP54220ZIPCd
FieldValueIRS element (for citing)
Return Type990PFReturnTypeCd
Tax Period Begin2019-01-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN391858063EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1ROBERT A AND LYNN I DONEFF FOUNDATIBusinessNameLine1Txt
FieldValueIRS element (for citing)
Business Name ControlROBEBusinessNameControlTxt

US Address USAddress

FieldValueIRS element (for citing)
Address Line17833 DOCK ROADAddressLine1Txt
CityEGG HARBORCityNm
State AbbreviationWIStateAbbreviationCd
ZIP54209ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonROBERT A DONEFFPersonNm
Person TitleTRUSTEEPersonTitleTxt
Phone9205596255PhoneNum
Signature2020-05-30SignatureDt
Discuss With Paid PreparerYes (true)DiscussWithPaidPreparerInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonDONALD L WOLLERSHEIMPreparerPersonNm
PTINP00012069PTIN
Phone9206846940PhoneNum
Preparation2020-05-29PreparationDt

Filing Security Information FilingSecurityInformation

IP Address IPAddress

FieldValueIRS element (for citing)
I Pv4 Address24.118.96.201IPv4AddressTxt
FieldValueIRS element (for citing)
IP2020-05-29IPDt
IP Tm14:18:49IPTm
Federal Original Submission Id3900622020150snnuwasFederalOriginalSubmissionId
Federal Original Submission Id2020-05-29FederalOriginalSubmissionIdDt
Filing License TypePFilingLicenseTypeCd
At Submission Creation Device Id331B273099879CDA2862B499108E0124968DBB76AtSubmissionCreationDeviceId
At Submission Filing Device Id331B273099879CDA2862B499108E0124968DBB76AtSubmissionFilingDeviceId
FieldValueIRS element (for citing)
Tax2019TaxYr
Build TS2022-02-16 14:24:37ZBuildTS

Form 990-PF IRS990PF

FieldValueIRS element (for citing)
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
FMV Assets EOY$457,806FMVAssetsEOYAmt
Method Of Accounting CashYes (X)MethodOfAccountingCashInd

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

FieldValueIRS element (for citing)
Schedule B Not RequiredYes (X)ScheduleBNotRequiredInd
Interest On Sav Rev And Expnss$52InterestOnSavRevAndExpnssAmt
Interest On Sav Net Invst Incm$52InterestOnSavNetInvstIncmAmt
Interest On Savings Adj Net Incm$52InterestOnSavingsAdjNetIncmAmt
Dividends Rev And Expnss$12,203DividendsRevAndExpnssAmt
Dividends Net Invst Incm$12,203DividendsNetInvstIncmAmt
Dividends Adj Net Incm$12,203DividendsAdjNetIncmAmt
Net Gain Sale Ast Rev And Expnss$21,073NetGainSaleAstRevAndExpnssAmt
Gross Sales Price$245,173GrossSalesPriceAmt
Cap Gain Net Incm Net Invst Incm$21,073CapGainNetIncmNetInvstIncmAmt
Net ST Capital Gain Adj Net Incm$39NetSTCapitalGainAdjNetIncmAmt
Total Rev And Expnss$33,328TotalRevAndExpnssAmt
Total Net Invst Incm$33,328TotalNetInvstIncmAmt
Total Adj Net Incm$12,294TotalAdjNetIncmAmt
Taxes Rev And Expnss$858TaxesRevAndExpnssAmt
Taxes Dsbrs Chrtbl$858TaxesDsbrsChrtblAmt
Tot Opr Expenses Rev And Expnss$858TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm$0TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Dsbrs Chrtbl$858TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss$20,475ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl$0ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss$21,333TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm$0TotalExpensesNetInvstIncmAmt
Total Expenses Dsbrs Chrtbl$858TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses$11,995ExcessRevenueOverExpensesAmt
Net Investment Income$33,328NetInvestmentIncomeAmt
Adjusted Net Income$12,294AdjustedNetIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

FieldValueIRS element (for citing)
Sav And Temp Cash Invst BOY$12,576SavAndTempCashInvstBOYAmt
Sav And Temp Cash Invst EOY$36,106SavAndTempCashInvstEOYAmt
Sav And Temp Cash Invst EOYFMV$36,106SavAndTempCashInvstEOYFMVAmt
Corporate Stock BOY$268,695CorporateStockBOYAmt
Corporate Stock EOY$257,160CorporateStockEOYAmt
Corporate Stock EOYFMV$421,700CorporateStockEOYFMVAmt
Total Assets BOY$281,271TotalAssetsBOYAmt
Total Assets EOY$293,266TotalAssetsEOYAmt
Total Assets EOYFMV$457,806TotalAssetsEOYFMVAmt
Total Liabilities BOY$0TotalLiabilitiesBOYAmt
Total Liabilities EOY$0TotalLiabilitiesEOYAmt
Org Does Not Follow FASB117Yes (X)OrgDoesNotFollowFASB117Ind
Retained Earning BOY$281,271RetainedEarningBOYAmt
Retained Earning EOY$293,266RetainedEarningEOYAmt
Tot Net Ast Or Fund Balances BOY$281,271TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY$293,266TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY$281,271TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY$293,266TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

FieldValueIRS element (for citing)
Tot Net Ast Or Fund Balances BOY$281,271TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses$11,995ExcessRevenueOverExpensesAmt
Subtotal$293,266SubtotalAmt
Tot Net Ast Or Fund Balances EOY$293,266TotNetAstOrFundBalancesEOYAmt

Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail

Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (2 entries)

PropertyPropertyDescHow AcquiredHowAcquiredCdAcquiredAcquiredDtSoldSoldDtGross Sales PriceGrossSalesPriceAmtCost Or Other BasisCostOrOtherBasisAmtGain Or LossGainOrLossAmtGains Minus Excess Or LossesGainsMinusExcessOrLossesAmt
STOCK SALES SHORT TERMP2019-01-012019-12-31$75,139$75,100$39$39
STOCK SALES LONG TERMP2017-01-012019-12-31$170,034$149,000$21,034$21,034
FieldValueIRS element (for citing)
Capital Gain Net Income$21,073CapitalGainNetIncomeAmt
Net Short Term Capital Gain Loss$39NetShortTermCapitalGainLossAmt

Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp

FieldValueIRS element (for citing)
Liable Section4942 TaxfalseLiableSection4942TaxInd
Adjusted Qlfy Distri Yr1$13,873AdjustedQlfyDistriYr1Amt
Net Vl Noncharitable Assets Yr1$410,425NetVlNoncharitableAssetsYr1Amt
Distribution Yr10.033802DistributionYr1Rt
Adjusted Qlfy Distri Yr2$16,853AdjustedQlfyDistriYr2Amt
Net Vl Noncharitable Assets Yr2$306,256NetVlNoncharitableAssetsYr2Amt
Distribution Yr20.055029DistributionYr2Rt
Adjusted Qlfy Distri Yr3$14,437AdjustedQlfyDistriYr3Amt
Net Vl Noncharitable Assets Yr3$302,417NetVlNoncharitableAssetsYr3Amt
Distribution Yr30.047739DistributionYr3Rt
Adjusted Qlfy Distri Yr4$13,402AdjustedQlfyDistriYr4Amt
Net Vl Noncharitable Assets Yr4$279,399NetVlNoncharitableAssetsYr4Amt
Distribution Yr40.047967DistributionYr4Rt
Adjusted Qlfy Distri Yr5$12,230AdjustedQlfyDistriYr5Amt
Net Vl Noncharitable Assets Yr5$275,371NetVlNoncharitableAssetsYr5Amt
Distribution Yr50.044413DistributionYr5Rt
Total Distribution0.228949TotalDistributionRt
Average Distribution0.04579AverageDistributionRt
Net Vl Noncharitable Assets$471,000NetVlNoncharitableAssetsAmt
Adj Net Vl Noncharitable Assets$21,567AdjNetVlNoncharitableAssetsAmt
Net Investment Income Pct$333NetInvestmentIncomePctAmt
Adj Nonchrtbl Net Invst Incm Pct$21,900AdjNonchrtblNetInvstIncmPctAmt
Qualifying Distributions$858QualifyingDistributionsAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

FieldValueIRS element (for citing)
Investment Income Excise Tax$667InvestmentIncomeExciseTaxAmt
Tax Under Section511$0TaxUnderSection511Amt
Subtotal$667SubtotalAmt
Subtitle A Tax$0SubtitleATaxAmt
Tax Based On Investment Income$667TaxBasedOnInvestmentIncomeAmt
Tax Due$667TaxDueAmt

Statements Regarding Acty StatementsRegardingActyGrp

FieldValueIRS element (for citing)
Legislative Political ActyfalseLegislativePoliticalActyInd
More Than100 SpentfalseMoreThan100SpentInd
Form1120 POL FiledfalseForm1120POLFiledInd
Activities Not Previously RptfalseActivitiesNotPreviouslyRptInd
Changes To Articles Or BylawsfalseChangesToArticlesOrBylawsInd
Unrelated Bus Incm Over LimitfalseUnrelatedBusIncmOverLimitInd
Organization Dissolved EtcfalseOrganizationDissolvedEtcInd
Section508e Rqr SatisfiedYes (true)Section508eRqrSatisfiedInd
At Least5000 In AssetsYes (true)AtLeast5000InAssetsInd
Org Report Or Register StateWIOrgReportOrRegisterStateCd
Form990 PF Filed With Atty GenfalseForm990PFFiledWithAttyGenInd
Private Operating FoundationfalsePrivateOperatingFoundationInd
New Substantial ContributorsfalseNewSubstantialContributorsInd
Own Controlled EntityfalseOwnControlledEntityInd
Donor Advised FundfalseDonorAdvisedFundInd
Comply With Public Insp RqrYes (true)ComplyWithPublicInspRqrInd
Individual With BooksROBERT A DONEFF TRUSTEEIndividualWithBooksNm
Phone9205596455PhoneNum

Location Of Books US Address LocationOfBooksUSAddress

FieldValueIRS element (for citing)
Address Line17833 DOCK ROADAddressLine1Txt
CityEGG HARBORCityNm
State AbbreviationWIStateAbbreviationCd
ZIP54209ZIPCd

Statements Regarding Acty4720 StatementsRegardingActy4720Grp

FieldValueIRS element (for citing)
Sale Or Exch Disqualified PrsnfalseSaleOrExchDisqualifiedPrsnInd
Brrw Or Lend Disqualified PrsnfalseBrrwOrLendDisqualifiedPrsnInd
Furn Goods Disqualified PrsnfalseFurnGoodsDisqualifiedPrsnInd
Pay Comp Disqualified PrsnfalsePayCompDisqualifiedPrsnInd
Transfer Ast Disqualified PrsnfalseTransferAstDisqualifiedPrsnInd
Payment To Government OfficialfalsePaymentToGovernmentOfficialInd
Uncorrected Prior ActsfalseUncorrectedPriorActsInd
Undistributed Income PYfalseUndistributedIncomePYInd
Undistr Incm Sect4942a2 Not AppfalseUndistrIncmSect4942a2NotAppInd
Business HoldingsfalseBusinessHoldingsInd
Jeopardy InvestmentsfalseJeopardyInvestmentsInd
Uncorrected PY Jeopardy InvstfalseUncorrectedPYJeopardyInvstInd
Influence LegislationfalseInfluenceLegislationInd
Influence ElectionfalseInfluenceElectionInd
Grants To IndividualsfalseGrantsToIndividualsInd
Grants To OrganizationsfalseGrantsToOrganizationsInd
Noncharitable PurposefalseNoncharitablePurposeInd
Rcv Fnds To Pay Prsnl Bnft CntrctfalseRcvFndsToPayPrsnlBnftCntrctInd
Pay Premiums Prsnl Bnft CntrctfalsePayPremiumsPrsnlBnftCntrctInd
Prohibited Tax Shelter TransfalseProhibitedTaxShelterTransInd
Subj To Tax Rmnrtn Ex Prcht PymtfalseSubjToTaxRmnrtnExPrchtPymtInd

Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp

Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp

FieldValueIRS element (for citing)
PersonROBERT A DONEFF TRUSTEEPersonNm

US Address USAddress

FieldValueIRS element (for citing)
Address Line17833 DOCK ROADAddressLine1Txt
CityEGG HARBORCityNm
State AbbreviationWIStateAbbreviationCd
ZIP54209ZIPCd
FieldValueIRS element (for citing)
TitlePRESIDENTTitleTxt
Average Hrs Per Wk Devoted To Pos1.00AverageHrsPerWkDevotedToPosRt
Compensation$0CompensationAmt
Employee Benefit Program$0EmployeeBenefitProgramAmt
Expense Account Other Allwnc$0ExpenseAccountOtherAllwncAmt
FieldValueIRS element (for citing)
Comp Of Hghst Pd Empl Or NONENONECompOfHghstPdEmplOrNONETxt
Other Employee Paid Over50k0OtherEmployeePaidOver50kCnt
Comp Of Hghst Pd Cntrct Or NONENONECompOfHghstPdCntrctOrNONETxt

Summary Of Direct Chrtbl Acty SummaryOfDirectChrtblActyGrp

FieldValueIRS element (for citing)
Description1SEE ATACHED LISTING OF CONTRIBUTIONS MADEDescription1Txt
Expenses1$20,475Expenses1Amt

Sum Of Program Related Invst SumOfProgramRelatedInvstGrp

FieldValueIRS element (for citing)
Description1NONEDescription1Txt
Expenses1$0Expenses1Amt

Minimum Investment Return MinimumInvestmentReturnGrp

FieldValueIRS element (for citing)
Average Monthly FMV Of Sec$0AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances$35,000AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast$436,000FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets$471,000TotalFMVOfUnusedAssetsAmt
Acquisition Indebtedness$0AcquisitionIndebtednessAmt
Adjusted Total FMV Of Unused Ast$471,000AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable$0CashDeemedCharitableAmt
Net Vl Noncharitable Assets$471,000NetVlNoncharitableAssetsAmt
Minimum Investment Return$23,550MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

FieldValueIRS element (for citing)
Minimum Investment Return$23,550MinimumInvestmentReturnAmt
Tax Based On Investment Income$667TaxBasedOnInvestmentIncomeAmt
Total Tax$667TotalTaxAmt
Distributable Before Adj$22,883DistributableBeforeAdjAmt
Distributable Before Ded$22,883DistributableBeforeDedAmt
Distributable As Adjusted$22,883DistributableAsAdjustedAmt

Qualifying Distri Part XII QualifyingDistriPartXIIGrp

FieldValueIRS element (for citing)
Expenses And Contributions$858ExpensesAndContributionsAmt
Qualifying Distributions$858QualifyingDistributionsAmt
Adjusted Qualifying Distri$858AdjustedQualifyingDistriAmt

Undistributed Income UndistributedIncomeGrp

FieldValueIRS element (for citing)
Distributable As Adjusted$22,883DistributableAsAdjustedAmt
Undistributed Income PY$20,146UndistributedIncomePYAmt
Qualifying Distributions$858QualifyingDistributionsAmt
Applied To Year1$858AppliedToYear1Amt
Applied To Prior Years$15,500AppliedToPriorYearsAmt
Taxable2$19,288Taxable2Amt
Undistributed Income CY$22,883UndistributedIncomeCYAmt

Supplementary Information SupplementaryInformationGrp

Application Submission Info ApplicationSubmissionInfoGrp

FieldValueIRS element (for citing)
Recipient PersonROBERT A DONEFFRecipientPersonNm

Recipient US Address RecipientUSAddress

FieldValueIRS element (for citing)
Address Line17833 DOCK ROADAddressLine1Txt
CityEGG HARBORCityNm
State AbbreviationWIStateAbbreviationCd
ZIP54209ZIPCd
FieldValueIRS element (for citing)
Recipient Phone9205596255RecipientPhoneNum
Form And Info And MaterialsANY WRITTEN REQUESTSFormAndInfoAndMaterialsTxt
Submission DeadlinesNONESubmissionDeadlinesTxt
Restrictions On AwardsNONERestrictionsOnAwardsTxt

Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp

FieldValueIRS element (for citing)
Recipient PersonBIRCH CREEKRecipientPersonNm

Recipient US Address RecipientUSAddress

FieldValueIRS element (for citing)
Address Line13821 CTY EAddressLine1Txt
CityEGG HARBORCityNm
State AbbreviationWIStateAbbreviationCd
ZIP54209ZIPCd
FieldValueIRS element (for citing)
Recipient RelationshipNONERecipientRelationshipTxt
Recipient Foundation StatusPCRecipientFoundationStatusTxt
Grant Or Contribution PurposeOPERATING EXPENSEGrantOrContributionPurposeTxt
Amt$20,475Amt
FieldValueIRS element (for citing)
Total Grant Or Contri Pd Dur Yr$20,475TotalGrantOrContriPdDurYrAmt
Total Grant Or Contri Apprv Fut$0TotalGrantOrContriApprvFutAmt

Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp

FieldValueIRS element (for citing)
Trnsfr Of Cash To Nonchrtbl EOfalseTrnsfrOfCashToNonchrtblEOInd
Trnsfr Other Asset Nonchrtbl EOfalseTrnsfrOtherAssetNonchrtblEOInd
Sales Or Exchanges Of AssetsfalseSalesOrExchangesOfAssetsInd
Purchase Of Assets Nonchrtbl EOfalsePurchaseOfAssetsNonchrtblEOInd
Rental Of Facilities Oth AssetsfalseRentalOfFacilitiesOthAssetsInd
Reimbursement ArrangementsfalseReimbursementArrangementsInd
Loans Or Loan GuaranteesfalseLoansOrLoanGuaranteesInd
Performance Of Services EtcfalsePerformanceOfServicesEtcInd
Sharing Of Facilities EtcfalseSharingOfFacilitiesEtcInd
Relationships Nonchrtbl EOfalseRelationshipsNonchrtblEOInd

Compensation Explanation CompensationExplanation

Compensation Explanation CompensationExplanationGrp

FieldValueIRS element (for citing)
PersonROBERT A DONEFF TRUSTEEPersonNm
Short ExplanationNONEShortExplanationTxt

Investments Corp Stock Schedule InvestmentsCorpStockSchedule

Investments Corporate Stock InvestmentsCorporateStockGrp

FieldValueIRS element (for citing)
StockCHARLES SCHWABStockNm
EOY Book Value$257,160EOYBookValueAmt
EOYFMV$421,700EOYFMVAmt

Taxes Schedule TaxesSchedule

Taxes Detail TaxesDetail (2 entries)

CategoryCategoryTxtAmtAmtNet Investment IncomeNetInvestmentIncomeAmtAdjusted Net IncomeAdjustedNetIncomeAmtDisbursements Charitable PrpsDisbursementsCharitablePrpsAmt
FOREIGN TAX$483$0$0$483
FED INC TAX$375$0$0$375

Comments

Anonymous: no account or email. Up to 2,000 characters, at most one link. Comments are checked automatically; some wait for review.